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Enrollment Limit:

List the final course requirement for this course.

Days and Times:

W 5:45-9:45p

Proposed Dates (mini-courses only):

Enrollment Limit:

24

Final Course Requirement:

Special Requirement

Assessment types:

Describe “Other”:

Learning Objectives:

Home Program

LL.M

Is Crosslisted:

No

Course Type

Seminar

Course Credits

4

Practicum Type

Course Description:

This course will provide students with a solid grounding in advanced estate-planning techniques and help them build the drafting and client-relations skills necessary to develop and implement a comprehensive estate plan. This course is required for the Certificate of Study in Estate Planning.

The course will be structured in two modules. The first module will introduce students to technical tax regimes (such as the generation-skipping transfer tax) and more complex planning scenarios. Topics covered will include philanthropy and private wealth planning; the role in estate planning of private foundations, public charities, and supporting organizations; charitable giving techniques; planning for family controlled businesses; planning for highly-compensated individuals; and international aspects of private wealth planning.

The second module will consist of a hands-on exercise in developing, drafting, and executing a complex estate plan. Working from a comprehensive fact pattern, students will make in-class presentations about the problem and participate in the development of the estate plan by drafting documents and by commenting on drafts prepared by others. These documents may include legal memoranda, client communications, and analysis of planning alternatives, as well as the will, trust instruments, and organizational documents for charitable entities.

Prerequisite Courses:

Federal Income Taxation (formerly Taxation I), Decedents’ Estates or equivalent, or Wills & Trusts; Income Taxation of Trusts and Estates; Estate and Gift Tax; Special Topics in Transfer Tax.

Strongly Recommended Courses:

Recommended Courses:

Mutually Exclusive Courses:

Additional Course Notes:

This course is open to J.D. students by professor permission. Interested students should contact Ellis Duncan via email at ged5@law.georgetown.edu no later than August 1, 2018 for permission to take this class.

Would you like to offer the Pass/Fail grading option?

Course Withdrawal Deadline:

Does this course qualify as a "simulation course"?

Is this course available to distance students?

No

Is this a mandatory Pass-Fail course?

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Personal Information

Name

Address

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Job Title(s)

Bio for Edward Beckwith

Professor Beckwith is a partner with Baker & Hostetler LLP, where he specializes in tax and business counseling with an emphasis on personal wealth planning and charitable transfers. He created, and for 19 years, Chaired the Advanced Estate Planning Institute within the Continuing Legal Education department at the Georgetown Law Center. Professor Beckwith has served as a Regent at the American College of Trust and Estate Council as well as State Chair in the District of Columbia f and Chair of its Charitable Planning and Exempt Organizations Committee and its special Study Committee on Philanthropy. He has served as the President of the ACTEC Foundation and heads Baker & Hostetler's Tax-Exempt Practice Group.